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Altman Advisors’s Eaton ETN Stock Holding History

Altman Advisors’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.64M Sell
6,199
-50
-0.8% -$20.2K 0.95% 32
2026
Q1 		$2.24M Sell
6,249
-740
-11% -$263K 0.93% 39
2025
Q4 		$2.23M Sell
6,989
-117
-2% -$41.5K 0.84% 48
2025
Q3 		$2.66M Sell
7,106
-1
-0% -$364 1.02% 35
2025
Q2 		$2.52M Buy
7,107
+71
+1% +$21.9K 1.03% 33
2025
Q1 		$2.07M Buy
7,036
+117
+2% +$36.4K 0.95% 44
2024
Q4 		$2.3M Sell
6,919
-103
-1% -$36.1K 0.98% 29
2024
Q3 		$2.33M Buy
7,022
+23
+0.3% +$7.03K 1.04% 22
2024
Q2 		$2.19M Sell
6,999
-80
-1% -$25.8K 1.25% 23
2024
Q1 		$2.21M Buy
7,079
+98
+1% +$26.8K 1.08% 21
2023
Q4 		$1.68M Buy
6,981
+58
+0.8% +$12.8K 0.88% 39
2023
Q3 		$1.48M Buy
+6,923
New +$1.49M 0.92% 36
2023
Q1 		$1.34M Buy
8,730
+114
+1% +$19K 1.23% 30
2022
Q4 		$1.41M Sell
8,616
-66
-0.8% -$10.1K 0.87% 39
2022
Q3 		$1.16M Sell
8,682
-507
-6% -$70.9K 0.73% 53
2022
Q2 		$1.34M Sell
9,189
-164
-2% -$22.9K 0.77% 48
2022
Q1 		$1.42M Buy
9,353
+90
+1% +$14.1K 0.73% 50
2021
Q4 		$1.49M Buy
9,263
+336
+4% +$55.7K 0.91% 44
2021
Q3 		$1.47M Buy
8,927
+110
+1% +$17.6K 0.81% 52
2021
Q2 		$1.44M Buy
+8,817
New +$1.27M 0.81% 55

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Altman Advisors's ETN Position: Q2 2026 in Review

Altman Advisors reduced its Eaton (ETN) stake by 0.8% in Q2 2026, selling an estimated $20.2K and leaving 6,199 shares worth $2.64M. The position accounts for 0.95% of the portfolio, ranked #32.

Altman Advisors first reported a position in ETN in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.66M in Q3 2025. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Altman Advisors held 6,199 shares of Eaton worth $2.64M as of Q2 2026.
  • Altman Advisors sold 50 Eaton shares in Q2 2026, an estimated $20.2K.
  • Eaton made up 0.95% of Altman Advisors's portfolio in Q2 2026, its #32 holding.
  • Altman Advisors first reported a position in Eaton in Q2 2021 and has held it in 20 quarters since.
  • Altman Advisors's Eaton position peaked at $2.66M in Q3 2025.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Altman Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.